Talking about groups as they are used in Compensation can be very difficult as there are different groups that pertain to different functions.
Role-Based Permission Groups
These are used in assigning permissions. They consist of:
Permission Group: set of employees assigned access based on their functional tasks.
Target Group: target population that the granted permission group will have access to.
To access, navigate to Manage Employees→Manage Permission Group.
Field-Based Permission Groups
These consist of groups that are created for Compensation form fields. The ability to edit and read Compensation fields can be restricted for different groups.
In this way, admins have the ability to edit and/or revoke permissions of certain Compensation fields for certain employees.
To access, navigate to Plan Setup→Settings.
Budget Groups
These are groups used in defining budget percentages and guideline criteria.
They are static groups and are created within a job family.
To access, navigate to Actions for all plans→Group Assignments→Manage Families and Groups.
Statement Groups
Groups used for assigning various rewards statements.
To access, navigate to Actions for all plans→Group Assignments→Manage Compensation Groups→Manage Statement Assignment Groups.
Employee Groups
Shareable groups that can be created by one admin (for example, a Performance Management admin) and used by another admin (such as a Compensation admin).
These groups can be used to create worksheets where similarly located members will be in one form. When used, planners will receive multiple forms.
These groups can also be used when organizations may have a need to launch worksheets to employees within a hierarchy at different points during a year.
Enable Do not duplicate employees on worksheet to avoid employees being visible on multiple forms due to transfers.
To access, navigate to Manage Employees→Update User Information→Manage Employee Groups.
My Groups
These groups allow users to create their own people-based group definitions which can be used in several locations in the application, such as reporting or administrative tasks. Essentially, My Groups are saved queried criteria on users.
These groups cannot be shared. They can only be used by those who create them. These groups can appear in Matrix Grid Reports, Dashboards Filter Options, List View Filter Options, and Spreadsheet Report Filter Options.
To access, navigate to the Option menu.